TFM
UNM icon

TFC Financial Management’s Unum UNM Stock Holding History

TFC Financial Management’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74 Hold
1
– – ﹤0.01% 909
2025
Q4 		$78 Hold
1
– – ﹤0.01% 894
2025
Q3 		$78 Hold
1
– – ﹤0.01% 930
2025
Q2 		$81 Hold
1
– – ﹤0.01% 916
2025
Q1 		$82 Buy
+1
New +$77 ﹤0.01% 856
2023
Q2 		– Sell
-5
Closed -$198 – 758
2023
Q1 		$198 Buy
+5
New +$206 ﹤0.01% 664

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TFC Financial Management's UNM Position: Q1 2026 in Review

TFC Financial Management held its Unum (UNM) position steady in Q1 2026 at 1 share worth $74. The position accounts for ﹤0.01% of the portfolio, ranked #909.

TFC Financial Management first reported a position in UNM in Q1 2023 and has held it in 6 quarters since. The position peaked at $198 in Q1 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • TFC Financial Management held 1 share of Unum worth $74 as of Q1 2026.
  • TFC Financial Management left its Unum share count unchanged in Q1 2026.
  • Unum made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #909 holding.
  • TFC Financial Management first reported a position in Unum in Q1 2023 and has held it in 6 quarters since.
  • TFC Financial Management's Unum position peaked at $198 in Q1 2023.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.